June 19th, 2017
Offshore Bonds can provide you with a WIDER CHOICE of investment opportunities, higher growth and legally minimise your tax liabilities
We’ll help dispel the myth that offshore bonds are only suitable for wealthy clients, and how recent reforms are opening up this flexible investment opportunity to a whole new market.
There are many advantages for the investor looking to diversify their investment portfolio offshore, normally implemented with an offshore bond. This is a wrapper through which you can hold several investment funds such as unit trusts & open up ended investment companies, OEICs .
Our Offshore Investment Planning Service will help balance YOUR Investment risk with the potential for greater returns, whilst ensuring you benefit from mitigating all allowable taxation.
Here are some of the clients who could benefit for our service
|Who Could Benefit||The Potential Benefits|
We have the discipline to translate your investment plan into manageable pieces and then make sure that all of the pieces are implemented and come to life.
Offshore bonds will be of benefit if you have currently used up any additional tax-efficient vehicles, such as a pension allocation or (ISA) individual savings account. They will be really useful for anyone who may move or retire overseas.
Help is at hand
We will assist you in minimising the tax you need to pay if you cash in your bond. For instance, you may be a higher-rate taxpayer today but when retired may be paying a reduced rate of tax when you cash in. On the other hand, you might assign the actual bond to someone on a lower tax bracket to lessen the taxes liability.
Why Choose Equity SMART
As one of U.K.’s most respected financial planning firms we are fully invested in our clients, meaning we will not look at your investments as simply another policy or plan. Our insights and advice that will be clear, relevant, actionable and achievable, showing you in practicable steps how you can get there from here.
Call us today at for your free consultation or click the box below to have a Equity SMART investment advisor call you at a time that suits.
All calls are handled discretely and we value your privacy.
Worry Less, Accomplish More.